We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Friday, 06 July 18
COAL PRICES HAVE REMAINED STRONG BUT ARE SET TO DECLINE - NAB
 Coal spot prices have been highly volatile in recent years, with an upward trend since recent lows in April 2018, National Australia Bank says in its latest Mineral & Energy outlook.
NAB further sais, Hard coking coal prices rose above US$200 a tonne in mid- June (due to port and rail maintenance issues), while thermal coal prices pushed above US$110 a tonne (the highest level since early 2012). Spot prices for thermal coal may become increasingly important – given the breakdown of the traditional Japanese financial year contract mechanism, with Tohoku Electric Power Co pulling out of negotiations with miner Glencore (the two parties who negotiate the agreement).
According to NAB economists, Asia is the key region for seaborne coal demand – with China, India, Japan and South Korea accounting for almost 60% of global imports in 2017. The growth potential of the latter two is somewhat limited longer term (given the mature nature of their economies), while rapidly growing India is increasing its domestic supply, aiming to develop self-sufficiency in coal supply.
China’s coal import trends have been mixed in 2018. NAB noted that, in the first five months, imports of metallurgical coal fell sharply – down 25% to 22.6 million tonnes, while thermal coal imports rose by 20% to 97.4 million tonnes. In a large part the latter reflected a particularly cold winter (boosting demand across January through March) and poor availability of natural gas.
Short term supply issues have impacted coal markets in recent years – particularly hard coking coal exports from Queensland. A dispute between the privately owned rail operator and the Queensland Competition Authority regarding its regulated maximum allowable revenue between 2017 and 2021 could limit the state’s coal exports in coming years – adding some upside risk to our price forecasts, the report says.
Australia’s total coal exports have increased strongly in the first four months of 2018 – albeit this reflects the recovery from Tropical Cyclone Debbie that severely disrupted metallurgical coal exports in April 2017. Thermal coal volumes rose by 0.8% yoy to 64.8 million tonnes, while metallurgical coal exports rose by 13% yoy to 55.6 million tonnes. That said, metallurgical coal exports remain well below the levels recorded in the first four months of 2014 through 2016.
Coal prices are expected to ease from current levels – as a softening China’s steel sector reduces coking coal demand and supply side concerns ease. We expect hard coking coal prices to average US$186 a tonne in 2018, a decrease of almost 15% (reflecting impact of supply shortfalls in 2017). In contrast, average thermal coal prices are forecast to increase by 12% to US$98 a tonne, the report says.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 08 March 22
RUSSIA-UKRAINE CONFLICT ADDS IMPETUS TO ASIA'S ENERGY TRANSITION - IEEFA
Clean energy alternatives are a crucial hedge against future disruptions in global commodity markets
Russia’s invasion of Ukra ...
Tuesday, 08 March 22
THE HIGH COST OF INDONESIA’S DOWNSTREAM COAL PROJECTS IS UNDERESTIMATED - IEEFA
Three Indonesian ministries have come up with a DME purchase price of US$378/tonne fixed for 20 years compared to IEEFA’s US$601/tonne estima ...
Wednesday, 02 March 22
SHIPPING MARKET INSIGHT - INTERMODAL
The escalating confrontation between Russia and Ukraine has the potential to disrupt global order and set the world back a few decades. While count ...
Tuesday, 22 February 22
THE DRY BULK MARKET HAS MOVED ON A POSITIVE TRACK - ALLIED
The dry bulk market has moved on a positive track as of the past couple of weeks or so. Following the typical softening in freight conditions durin ...
Tuesday, 22 February 22
CHINA'S DAILY OUTPUT OF COAL REBOUNDS TO OVER 12 MLN TONNES - REUTERS
China’s coal output returned to more than 12 million tonnes per day as of Feb. 20, the country’s state planner said on Monday, a level ...
|
|
|
Showing 341 to 345 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- TeaM Sual Corporation - Philippines
- PTC India Limited - India
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Carbofer General Trading SA - India
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- Indika Energy - Indonesia
- Thiess Contractors Indonesia
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- London Commodity Brokers - England
- Kohat Cement Company Ltd. - Pakistan
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Oldendorff Carriers - Singapore
- McConnell Dowell - Australia
- Banpu Public Company Limited - Thailand
- Central Java Power - Indonesia
- CIMB Investment Bank - Malaysia
- Coalindo Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Goldman Sachs - Singapore
- Borneo Indobara - Indonesia
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- Coal and Oil Company - UAE
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- SN Aboitiz Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- Meenaskhi Energy Private Limited - India
- Ministry of Mines - Canada
- Wilmar Investment Holdings
- CNBM International Corporation - China
- IEA Clean Coal Centre - UK
- Pendopo Energi Batubara - Indonesia
- Aditya Birla Group - India
- VISA Power Limited - India
- Sarangani Energy Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Sindya Power Generating Company Private Ltd
- Gujarat Sidhee Cement - India
- Ministry of Finance - Indonesia
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Deloitte Consulting - India
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Eastern Coal Council - USA
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Planning Commission, India
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- New Zealand Coal & Carbon
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- Therma Luzon, Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The Treasury - Australian Government
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate Of Revenue Intelligence - India
- GMR Energy Limited - India
- Minerals Council of Australia
- Dalmia Cement Bharat India
- Africa Commodities Group - South Africa
- Sakthi Sugars Limited - India
- Vedanta Resources Plc - India
- Mercuria Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Neyveli Lignite Corporation Ltd, - India
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Mercator Lines Limited - India
- Parry Sugars Refinery, India
- Wood Mackenzie - Singapore
- White Energy Company Limited
- Agrawal Coal Company - India
- Karbindo Abesyapradhi - Indoneisa
- Barasentosa Lestari - Indonesia
- Interocean Group of Companies - India
- Siam City Cement PLC, Thailand
- Georgia Ports Authority, United States
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Gujarat Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
- Ind-Barath Power Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- Samtan Co., Ltd - South Korea
- South Luzon Thermal Energy Corporation
- Maharashtra Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Mjunction Services Limited - India
- Malabar Cements Ltd - India
- Parliament of New Zealand
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- MS Steel International - UAE
- Bukit Makmur.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Ministry of Transport, Egypt
- Indonesian Coal Mining Association
- Kapuas Tunggal Persada - Indonesia
- Jindal Steel & Power Ltd - India
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Orica Mining Services - Indonesia
- Tata Chemicals Ltd - India
- Australian Commodity Traders Exchange
- Grasim Industreis Ltd - India
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Marubeni Corporation - India
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Development Corp, Philippines
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- Commonwealth Bank - Australia
- Eastern Energy - Thailand
- Altura Mining Limited, Indonesia
- GVK Power & Infra Limited - India
- Lanco Infratech Ltd - India
- Madhucon Powers Ltd - India
- Trasteel International SA, Italy
- Indian Energy Exchange, India
- Makarim & Taira - Indonesia
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- Sojitz Corporation - Japan
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Tamil Nadu electricity Board
- ASAPP Information Group - India
- Chettinad Cement Corporation Ltd - India
- Central Electricity Authority - India
- Global Business Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Aboitiz Power Corporation - Philippines
- Siam City Cement - Thailand
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- Kobexindo Tractors - Indoneisa
- San Jose City I Power Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Bhoruka Overseas - Indonesia
- Metalloyd Limited - United Kingdom
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Bhushan Steel Limited - India
- LBH Netherlands Bv - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
|
| |
| |
|
